Stonebridge Soundbites: Phone and Email Phishing Scams

Phishing scams impact hundreds of thousands of people each year. It is one of the largest threats to personal and financial information. In this episode, Attorney Sophia Grotkin of Randen, Chakirov & Grotken LLC, will discuss the impact of phishing scams, how they work, how to avoid them, and what to do if you have been scammed.

Key questions covered in this recording:

  • What trends are we seeing in financial and information scams?
  • What kind of damage can be done?
  • Do you have examples of how some of these scams work?
  • How do we prevent these threats from happening to us?
  • What should we do if we think we have been scammed?

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Stonebridge Soundbites: Financial Spring Cleaning

This month we are providing our previous recording where Heidi and Allyse discussed important financial, wealth, and estate planning documents that clients should review or update during the spring season. This recording was originally produced back in April last year and we feel the information is still valuable.

We have also included a checklist for you to use when reviewing these documents.

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Checklist Here

2022 Stonebridge Economic Forum

During this event our Chief Economist Daniel Laufenberg, Ph.D. discussed 2021 and provide his outlook for 2022. Chief Investment Officer John Schonberg, CFA also discussed how these economic factors impact investment management. Towards the end, we had a Q&A session where Dr. Laufenberg and John Schonberg, CFA answered questions from our audience.


Disclosure: The views expressed here reflect those of the speakers however completeness cannot be guaranteed. They may change as economic fundamentals and market conditions change. This commentary is provided as a general source of information only and is not intended to provide investment advice for individual investor circumstances. Past performance does not guarantee future results. Please seek the advice of professionals regarding the evaluation of any specific information, opinion, advice or other content.
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